Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Financial Strategies for LGBTQ Couples and Families
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Insurance
  • Social Security Retirement Benefits
  • Small Business
  • Family Finances
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CFS® Certified Fund Specialist
  • CLTC® Certified Long Term Care®

Education

  • Bachelor of Science Degree for Economics from West Chester University of PA

Interests

  • Philadelphia Eagles season ticket holder
  • WCU Killinger Foundation board member
  • West Chester Football Hall of Fame and Alumni
  • Avid golfer and member at Applecross Country Club & French Creek Country Club
  • I enjoy playing chess and movies of every type, format, and genres

Community participation

WCU Killinger Foundation board member/volunteer/fundraiser; and Special Olympics of Pennsylvania Annual Polar Bear Club Jumper/fundraiser

Awards & recognition

  • Five Star Wealth Manager, 2012 to 2021

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.